证券之星消息，11月20日南向资金增持10.32万股佰泽医疗（02609.HK）。近5个交易日中，获南向资金 增持的有3天，累计净增持5.82万股。近20个交易日中，获南向资金减持的有12天，累计净减持126.24万 股。截至目前，南向资金持有佰泽医疗（02609.HK）6360.42万股，占公司已发行普通股的4.81%。 佰泽医疗集团是一家主要从事投资及提供医疗相关服务的肿瘤医疗公司。该公司在肿瘤全周期医疗服务 领域提供服务，包括筛查、诊断、治疗及康复。该公司主要从事医院业务、医院管理服务、供应药品、 医疗设备及耗材及其他业务。该公司业务包括对患者开展肿瘤诊断、肿瘤治疗、肿瘤康复及临终关怀 等，以及对其他潜在健康人群开展的早癌筛查、肿瘤疫苗接种、健康管理服务。该公司主要在中国市场 开展业务。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 | 交易日 | 持股总数(股) | 持股变动(股) | 变动幅度 | | --- | --- | --- | --- | | 2025-11-20 | 6360.42万 | 10.32万 | 0 ...

Group 1 - The core point of the news is that southbound funds have reduced their holdings in Baize Medical (02609.HK) by 1.62% on October 27, 2025, amounting to a decrease of 106.2 million shares [1][2] - Over the past five trading days, southbound funds have reduced their holdings for four days, with a total net reduction of 257.4 million shares [1][2] - As of now, southbound funds hold 64.476 million shares of Baize Medical, representing 4.88% of the company's total issued ordinary shares [1][2] Group 2 - Baize Medical Group primarily engages in investment and provision of medical-related services, focusing on oncology [2] - The company offers comprehensive oncology medical services, including screening, diagnosis, treatment, and rehabilitation [2] - Its business operations include hospital services, hospital management services, supply of pharmaceuticals, medical devices, and consumables, as well as other health management services [2]

Core Insights - Southbound funds reduced their holdings in Baize Medical (02609.HK) by 1.7418 million shares on October 22, 2025, marking a decrease of 2.61% [1][2] - Over the past five trading days, there were four days of reductions, totaling a net decrease of 2.274 million shares [1] - In the last twenty trading days, southbound funds increased their holdings on twelve occasions, with a cumulative net increase of 45.6066 million shares [1] Company Overview - Baize Medical Group primarily engages in investment and provision of medical-related services, focusing on oncology [2] - The company offers comprehensive oncology medical services, including screening, diagnosis, treatment, and rehabilitation [2] - Its business operations encompass hospital services, hospital management, supply of pharmaceuticals, medical devices, consumables, and other related services [2] - The company conducts cancer diagnosis, treatment, rehabilitation, and end-of-life care for patients, as well as early cancer screening, cancer vaccination, and health management services for other potential health populations [2] - Baize Medical primarily operates in the Chinese market [2]

佰泽医疗集团是一家主要从事投资及提供医疗相关服务的肿瘤医疗公司。该公司在肿瘤全周期医疗服务 领域提供服务，包括筛查、诊断、治疗及康复。该公司主要从事医院业务、医院管理服务、供应药品、 医疗设备及耗材及其他业务。该公司业务包括对患者开展肿瘤诊断、肿瘤治疗、肿瘤康复及临终关怀 等，以及对其他潜在健康人群开展的早癌筛查、肿瘤疫苗接种、健康管理服务。该公司主要在中国市场 开展业务。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，10月15日南向资金增持38.46万股佰泽医疗（02609.HK）。近5个交易日中，获南向资金 增持的有4天，累计净增持289.26万股。近20个交易日中，获南向资金增持的有16天，累计净增持 6714.06万股。截至目前，南向资金持有佰泽医疗（02609.HK）6714.06万股，占公司已发行普通股的 5.08%。 | 交易日 | 持股总数(股) | 持股变动(股) | 变动幅度 | | --- | --- | --- | --- | | 2025-10-15 | 6714.06万 | 38.46万 ...

Core Viewpoint - The sudden surge in the stock price of Baize Medical (02609.HK) is attributed to its inclusion in the Hong Kong Stock Connect program, which has significantly increased its liquidity and market attention, despite the company's underwhelming financial performance [2][4][5]. Group 1: Stock Performance - On September 16, Baize Medical's stock price soared over 90% at one point, closing up 28.03% at HKD 13.11 per share, with a market capitalization of approximately HKD 17.29 billion [2]. - The stock has seen a nearly 100% increase over two days, with trading volume reaching nearly HKD 8 billion and a high turnover rate [4]. - The stock's recent performance is part of a broader trend, as other newly listed medical stocks like Yaojie Ankang-B (02617.HK) and Mirxes-B (02629.HK) have also experienced significant price increases [6]. Group 2: Company Background - Baize Medical is a leading domestic oncology specialty medical service provider, offering comprehensive cancer care services, including screening, diagnosis, treatment, and rehabilitation, with operations in five provinces [4]. - The company went public on the Hong Kong Stock Exchange in June 2023, but its stock performance was initially lackluster before the recent surge [4]. Group 3: Financial Performance - For the years 2022 to 2024, Baize Medical's projected revenues are RMB 803 million, RMB 1.072 billion, and RMB 1.189 billion, respectively, while it is expected to incur losses of RMB 75.515 million, RMB 24.406 million, and RMB 3.557 million during the same period [5]. - In the first half of this year, the company reported revenue of RMB 575 million, a slight increase of 0.66% year-on-year, but the loss for the period was RMB 20.262 million, significantly widening compared to the previous year [6]. - As of June 30, 2025, Baize Medical's goodwill reached RMB 643 million, primarily due to acquisitions, which poses a risk of impairment affecting its financial health [6].

Core Viewpoint - Baize Medical (02609) has seen a significant stock price increase of over 50%, reaching a new high of 17.06 HKD, with a cumulative rise of 130% over the past two trading days [1] Company Summary - As of the latest report, Baize Medical's stock price increased by 58.01%, trading at 16.19 HKD, with a trading volume of 1.437 billion HKD and a total market capitalization exceeding 20 billion HKD [1] - The company has been included in the Hong Kong Stock Connect list, effective from September 8, which has contributed to the increased trading activity [1] - Baize Medical operates in the "full-cycle cancer medical services" sector, providing services such as screening, diagnosis, treatment, and rehabilitation [1] - The company has successfully operated eight hospitals across five provinces and cities, including Beijing, Tianjin, Anhui, Shanxi, and Henan [1] - In the first half of the year, Baize Medical reported revenue of 575 million RMB, a year-on-year increase of 0.66%, while the loss attributable to shareholders widened to 27.62 million RMB, an increase of 139.18% year-on-year [1]

消息面上，上交所、深交所近日发布公告，佰泽医疗被调入港股通标的名单，自9月8日起生效。最新数 据显示，佰泽医疗港股通持股占比达0.21%。公开资料显示，佰泽医疗为"肿瘤全周期医疗服务"领域的 服务供应商，在肿瘤全周期医疗服务体系中提供筛查、诊断、治疗、康复等服务。在战略布局方面，佰 泽医疗已在北京、天津、安徽、山西、河南五省市成功运营八家医院。今年上半年，佰泽医疗实现收入 5.75亿元(人民币，下同)，同比增加0.66%；股东应占亏损2762万元，同比扩大139.18%。 智通财经APP获悉，佰泽医疗(02609)再暴涨超50%，高见17.06港元创上市新高，近两个交易日股价累 涨1.3倍。截至发稿，涨58.01%，报16.19港元，成交额14.37亿港元，总市值突破200亿港元。 ...

Group 1 - The Hang Seng Index Company announced the inclusion of Baize Medical (02609) in the Hang Seng Composite Index, effective after market close on September 5, 2025, and effective from September 8, 2025 [1] - Baize Medical is likely to be included in the Hong Kong Stock Connect due to meeting various criteria such as market capitalization, liquidity, and listing duration [1] - Baize Medical plans to hold a board meeting on August 28 to consider and approve its interim results [1] Group 2 - Baize Medical is a major Chinese oncology medical group engaged in investment and provision of medical services, operating eight hospitals across Beijing, Tianjin, Shanxi, Anhui, and Henan provinces [2] - The group focuses on providing comprehensive oncology medical services through direct equity ownership in six for-profit hospitals and management rights in two non-profit hospitals [2] Group 3 - Baize Medical, in collaboration with renowned hospitals, published the "Oncology Rehabilitation Expert Consensus (2025)" in a prestigious academic journal, emphasizing the importance of oncology rehabilitation in improving patient quality of life [1] - The consensus outlines the target population for oncology rehabilitation, assessment standards, and five key rehabilitation strategies, highlighting the role of multidisciplinary teams (MDT) in the rehabilitation process [1]

Core Insights - The Hang Seng Index Company announced the inclusion of Baize Medical (02609) in the Hang Seng Composite Index, effective after market close on September 5, 2025, with trading starting on September 8, 2025 [1] - Baize Medical is expected to be included in the Hong Kong Stock Connect due to meeting various criteria such as market capitalization, liquidity, and listing duration [1] - Baize Medical plans to hold a board meeting on August 28 to consider and approve its interim results [1] Company Overview - Baize Medical is a major Chinese oncology medical group engaged in investment and provision of medical-related services [2] - The group operates and manages eight hospitals across Beijing, Tianjin, Shanxi, Anhui, and Henan provinces, focusing on providing comprehensive oncology medical services [2] Research and Development - Baize Medical, in collaboration with renowned hospitals, published the "Oncology Rehabilitation Expert Consensus (2025)" in a prestigious academic journal, emphasizing the importance of cancer rehabilitation in improving patient quality of life and reducing treatment side effects [1] - The consensus outlines the target population for cancer rehabilitation, assessment standards, and five key rehabilitation strategies, highlighting the role of multidisciplinary teams (MDT) in the rehabilitation process [1]

Core Viewpoint - Baize Medical (02609) has seen its stock price rise over 8%, reaching a new high of 7.13 HKD, driven by positive developments in its mid-term performance and the publication of a significant consensus on cancer rehabilitation [1] Company Summary - Baize Medical is a major Chinese oncology medical group engaged in investment and provision of medical-related services, operating eight hospitals across Beijing, Tianjin, Shanxi, Anhui, and Henan provinces [1] - The company has direct equity ownership in six private for-profit hospitals and management rights in two private non-profit hospitals, focusing on providing comprehensive cancer care services [1] Industry Summary - The consensus on cancer rehabilitation, developed in collaboration with renowned hospitals, emphasizes the importance of rehabilitation in improving patient quality of life, reducing treatment side effects, and promoting functional recovery [1] - The consensus outlines the target population and goals for cancer rehabilitation, proposing systematic assessment standards and five actionable rehabilitation strategies [1] - It highlights the necessity of a multidisciplinary team (MDT) approach in cancer rehabilitation, which should encompass pre-rehabilitation, intervention during treatment, and long-term recovery [1]